Finance Score: 3

Governance Score: 3

Support Score: 8

Liabilities <10%: +3

No volunteer policy: -2
12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +5

Overall GiG Score: 14

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER, HESWALL

The charity exists to provide public worship according to the rites and ceremonies of the Church of England as well as pastoral care and social and religious activities for residents of the ecclesiastical Parish of Heswall. It also seeks to promote the aims of the Church of England (spiritual, social, pastoral and evangelistic) in the community of Heswall and in the wider world.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are 19 trustees whereas the Charities Commission recommends a maximum of 12

Established: 14 years

www.heswallparish.co.uk

office@heswallparish.co.uk

01513423471

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£712	£410	£302	£0	£3,327	£435	12.7	3	100
31/12/21		£720	£411	£309	£0	£3,038	£375	10.9	3	100
31/12/20		£611	£291	£320	£0	£2,714	£360	14.8	3	100
31/12/19		£960	£448	£512	£0	£2,388	£267	7.2	3	100
31/12/18		£638	£388	£249	£0	£1,841	£269	8.3	4	100
31/12/17		£523	£381	£142	£0	£1,599	£272	8.6	7	0
31/12/16		£374	£358	£16	£0	£0	£0	n/a	0	0
31/12/15		£511	£407	£105	£6	£1,424	£286	8.5	5	0
31/12/14		£474	£391	£83	£0	£0	£0	n/a	0	0
31/12/13	*	£400	£461	£-61	£0	£0	£0	n/a	0	0
31/12/12		£316	£311	£5	£0	£0	£0	n/a	0	0
31/12/11		£368	£354	£14	£0	£0	£0	n/a	0	0
31/12/10	*	£312	£289	£23	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 13%
Reserves/Spending: 12.7 months
Net Current Assets/Spending: 19 months
Quick Ratio: 4.4

Asset Split ?

Listed activities

Religious Activities

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space
Provides services

Where it operates

Wirral,

Who it helps

The General Public/Mankind

Who works here?

3 employees
100 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Garfield Weston Foundation	£30,000
Joseph Rank Trust	£25,000
DCMS	£15,000

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£30,000	28/10/2022	The Lighthouse Church - A new building for Church and Community
DCMS - St Peter's Church, Heswall
£11,250	19/01/2021	Masonry. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage ....more Masonry. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage organisations. Historic England is offering grant funding as part of the Heritage Stimulus Fund, capital funding which forms part of the support package. This encompasses a number of grant funds to help the heritage sector recover from the effects of the Covid-19 pandemic. This funding will support owners of listed buildings to carry out maintenance and small-scale urgent repair work ando revitalise decaying historic buildingso improve the condition of the nations heritageo protect jobs in the heritage construction sectoro underpin specialist heritage professionals and crafts people
DCMS - St Peter's Church, Heswall
£3,750	19/01/2021	Masonry. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage ....more Masonry. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts and heritage organisations. Historic England is offering grant funding as part of the Heritage Stimulus Fund, capital funding which forms part of the support package. This encompasses a number of grant funds to help the heritage sector recover from the effects of the Covid-19 pandemic. This funding will support owners of listed buildings to carry out maintenance and small-scale urgent repair work ando revitalise decaying historic buildingso improve the condition of the nations heritageo protect jobs in the heritage construction sectoro underpin specialist heritage professionals and crafts people
Joseph Rank Trust - The Parish of Heswall
£25,000	21/10/2020	To part fund the Church property scheme

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (19)

Current Trustees appointed

Gender Split

EDWARD SHERRARD Appointed: 2023

GERALDINE ELIZABETH PLEASANCE Appointed: 2022

HELEN CLAIRE ABBOTT PAGE Appointed: 2021

HELEN MOONEY Appointed: 2021

LINDSAY JANE HOWE Appointed: 2021

NOAH INGRAM CAMBRIDGE Appointed: 2023

REV MARTIN STAFFORD JOHN CANNAM (Chair) Appointed: 2015

REV JOSHUA ALAN CARLSON Appointed: 2018

RUTH DYKE Appointed: 2022

RUTH ELIZABETH PENAR LEACH Appointed: 2021

SAMUEL JOHN LEINSTER Appointed: 2023

SOPHIA CATHERINE NELSON Appointed: 2018

STEPHEN DAVID BLAIR Appointed: 2022

DAVID OST Appointed: 2022, Other trusteeships: OPERATION MOBILISATION, The Verwer/Hession Trust,

DAVID RUSHWORTH Appointed: 2011, Other trusteeship: THE RUSHWORTH TRUST,

DAVID ROBERT WETHERELL Appointed: 2014, Other trusteeship: BESOM IN WIRRAL,

DR CHRISTINE ELIZABETH WETHERELL, Other trusteeship: THE CHESTER DIOCESAN BOARD OF FINANCE,

MARGARET ELEANOR ARCHER Appointed: 2023, Other trusteeship: THE WIRRAL SYMPHONY ORCHESTRA,

MICHAEL DONNAN Appointed: 2019, Other trusteeships: DR PENNY'S FOUNDATION, MRS AGNES PARKER HOUGHTON, THE ZOOM ZOOM TRUST, WIRRAL FOODBANK, WIRRAL FOODBANK,

Legal constitution

Charity registered in England & Wales on 23/03/2010, number: 1135105

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

13 returns made; AR13: 90 days late, AR10: 9 days late,

Main office

Parish Office
Village Road
Heswall
Wirral
CH60 0DZ

Objectives

Promoting in the ecclesiastical parish the whole mission of the Church.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL.

Data Sources